Diversify Wealth Management, LLC Purchases in Q2 2025

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STRL
Sterling Construction CO Inc

Industrials
819
+ 12.48%
$104.96 - $231.51 $86K - $190K
7.38K $2.28B
EMR
Emerson Electric CO

Industrials
3.22K
+ 10.83%
$94.15 - $133.33 $303K - $429K
32.9K $4.38B
KEP
Korea Electric Power Corp

Utilities
87.5K
New
$7.24 - $14.63 $633K - $1.28M
87.5K $1.23B
BAC
Bank Of America Corp

Financial Services
8.97K
+ 8.44%
$34.39 - $47.46 $308K - $426K
115K $5.47B
HWKN
Hawkins Inc

Basic Materials
6.61K
New
$103.32 - $143.95 $683K - $951K
6.61K $1.22B
CVX
Chevron Corp

Energy
4.37K
+ 12.22%
$133.73 - $168.51 $584K - $736K
40.1K $6.19B
Direxion Shs ETF Tr
5K
+ 50.0%
N/A
15K $1.67B
HD
Home Depot, Inc.

Consumer Cyclical
1.71K
+ 12.85%
$335.24 - $380.78 $572K - $649K
15K $5.93B
INTU
Intuit Inc

Technology
763
+ 11.11%
$544.07 - $787.63 $415K - $601K
7.63K $5.44B
CW
Curtiss Wright Corp

Industrials
991
+ 24.98%
$283.18 - $488.55 $281K - $484K
4.96K $2.49B
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.84K
+ 0.6%
$20.42 - $25.3 $37.6K - $46.6K
310K $8.19B
SNOW
Snowflake Inc.

Technology
1.41K
+ 5.63%
$130.53 - $223.77 $184K - $316K
26.5K $5.11B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
19.4K
+ 13.82%
$49.73 - $51.44 $967K - $1M
160K $8.25B
VO
Vanguard Mid Cap ETF

ETFs
224
+ 0.66%
$228.54 - $279.83 $51.2K - $62.7K
34.1K $9.75B
APD
Air Products & Chemicals, Inc.

Basic Materials
2.73K
+ 20.81%
$248.61 - $294.96 $680K - $806K
15.9K $4.59B
PULS
Pgim ETF Tr

ETFs
20.5K
+ 15.71%
$49.39 - $49.76 $1.01M - $1.02M
151K $7.5B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.11K
+ 3.11%
$22.27 - $29.21 $114K - $149K
169K $5.2B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
45.7K
+ 17.49%
$20.12 - $21.0 $919K - $959K
307K $6.43B
ATO
Atmos Energy Corp

Utilities
4.74K
+ 13.24%
$145.06 - $162.66 $688K - $771K
40.6K $6.72B
AMCR
Amcor PLC

Consumer Cyclical
80K
+ 19.66%
$8.57 - $9.81 $686K - $785K
487K $4.76B
ERJ
Embraer S.A.

Industrials
6.49K
+ 14.77%
$40.42 - $56.91 $262K - $369K
50.4K $2.96B
Advisors Inner Circle Fd Ii
34.4K
+ 297.89%
N/A
46K $1.23B
ABBV
Abb Vie Inc.

Healthcare
3.92K
+ 13.56%
$170.16 - $206.27 $668K - $809K
32.9K $6.53B
MDT
Medtronic PLC

Healthcare
5.79K
+ 11.29%
$80.68 - $88.86 $467K - $515K
57.1K $5.26B
JNJ
Johnson & Johnson

Healthcare
2.87K
+ 12.48%
$146.36 - $159.82 $420K - $459K
25.9K $4.47B
IHDG
Wisdomtree Tr

ETFs
8.59K
+ 3.37%
$38.54 - $46.0 $331K - $395K
264K $11.9B
COST
Costco Wholesale Corp

Consumer Defensive
883
+ 8.25%
$908.13 - $1056.85 $802K - $933K
11.6K $11.5B
UBER
Uber Technologies, Inc

Technology
3.16K
+ 6.69%
$64.62 - $93.3 $204K - $294K
50.3K $4.61B
MCO
Moodys Corp

Financial Services
514
+ 5.98%
$396.7 - $501.59 $204K - $258K
9.12K $4.7B
Tempus Ai Inc
2.54K
+ 4.73%
N/A
56.3K $3.73B
FUTU
Futu Holdings LTD

Financial Services
1.72K
+ 24.03%
$74.81 - $124.33 $129K - $214K
8.88K $1.47B
NVT
N Vent Electric PLC

Industrials
3.12K
+ 22.41%
$45.2 - $73.35 $141K - $229K
17K $1.56B
SE
Sea LTD

Consumer Cyclical
1.95K
+ 17.26%
$105.57 - $170.4 $206K - $332K
13.2K $2.3B
Rubrik Inc.
1.95K
+ 5.67%
N/A
36.3K $3.2B
EXLS
Exl Service Holdings, Inc.

Technology
18.1K
New
$41.85 - $48.48 $758K - $878K
18.1K $771M
WMT
Walmart Inc.

Consumer Defensive
2.79K
+ 4.4%
$81.79 - $99.98 $228K - $279K
66.1K $6.85B
MA
Mastercard Inc

Financial Services
677
+ 6.24%
$479.92 - $590.74 $325K - $400K
11.5K $6.61B
MP
Mp Materials Corp.

Basic Materials
10.1K
New
$18.77 - $37.74 $190K - $382K
10.1K $759M
CGDV
Capital Group Divid Value ETF

ETFs
14.9K
+ 74.06%
$31.93 - $39.49 $477K - $590K
35.1K $1.44B
NET
Cloudflare, Inc.

Technology
2.29K
+ 67.56%
$97.08 - $195.83 $222K - $447K
5.67K $1.15B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
32.9K
+ 10.41%
$22.54 - $23.17 $742K - $762K
349K $7.98B
PYPL
Pay Pal Holdings, Inc.

Financial Services
8.77K
+ 14.65%
$57.41 - $74.81 $503K - $656K
68.6K $4.66B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.5K
+ 9.36%
$11.9 - $15.57 $125K - $163K
123K $2.26B
CYBR
Cyber Ark Software Ltd.

Technology
985
+ 26.04%
$305.98 - $406.88 $301K - $401K
4.77K $1.99B
TIGR
Up Fintech Holding LTD

Financial Services
40K
+ 29.08%
$6.64 - $9.97 $266K - $399K
178K $1.79B
MEDP
Medpace Holdings, Inc.

Healthcare
647
+ 27.37%
$277.23 - $315.28 $179K - $204K
3.01K $1.38B
CME
Cme Group Inc.

Financial Services
2.11K
+ 10.41%
$252.37 - $290.71 $531K - $612K
22.3K $6.16B
VNET
Vnet Group, Inc.

Technology
41.3K
+ 26.89%
$4.74 - $8.12 $196K - $335K
195K $1.52B
QCOM
Qualcomm Inc

Technology
3.06K
+ 11.66%
$124.66 - $159.48 $381K - $488K
29.3K $4.5B
Activity Summary
Buys All Purchases 348 New Holdings 48 Increased Positions 300 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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